Capital Markets Summer 2022: Revealing Recession Patterns
Accelerating Change Style Wars
I • Innovation is accelerating across many areas of the economy, causing new products and services to diffuse through society faster and disrupt businesses at a greater pace • This may be a tailwind to growth companies, which we believe are the drivers of innovation, and a headwind to value stocks, which may be victims of change
Years from Market Entry to 50% Penetration
Years to Reach 1 Billion Users
Source: Asymco, Visual Capitalist, company disclosures, Alger estimates.
Made with FlippingBook - Online catalogs